Uptown Capital Advisors

Uptown Capital Advisors (CRD# 171401) is a financial advisory firm headquartered in Dallas, TX. They manage $107,000,000 in 201 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2911 Turtle Creek Blvd, Suite 1100, Dallas, TX 75219
http://www.uptowncapital.com
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    201
    ACCOUNTS
  • Average Account Value
    $532,338
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Uptown Capital Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Carrie, financial advisor Dallas TX
Christopher J. Carrie
CRD#: 4655871
2911 Turtle Creek Blvd, Suite 1100, Dallas, TX 75219

Christopher Carrie (CRD# 4655871) is an Investment Advisor Representative working at Uptown Capital Advisors in Dallas, TX and has over 10 years of experience in the finance industry.

2
James Sawers, financial advisor Dallas TX
James K. Sawers
CRD#: 6331584
2911 Turtle Creek Blvd, Suite 1100, Dallas, TX 75219
James Sawers (CRD# 6331584) is an Investment Advisor Representative working at Uptown Capital Advisors in Dallas, TX and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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